Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 16.18%
2 KBWP 7.73%
3 SSPX 5.40%
4 AIEQ 5.07%
5 GBDV 4.84%
6 WBIL 4.73%
7 UTRN 4.05%
8 BIBL 3.97%
9 BRNY 3.75%
10 SXQG 3.71%
11 BOUT 3.21%
12 USCF 3.07%
13 FCUS 3.01%
14 INNO 2.81%
15 NEWZ 2.75%
16 SGLC 2.64%
17 IYF 2.50%
18 JGLO 2.49%
19 MBOX 2.30%
20 AMOM 2.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.22M (8.95%) 466.60K
Increased by +0.89%
Jun 30, 24
2 BlackRock Inc 48.46M (8.31%) 202.45K
Increased by +0.42%
Jun 30, 24
3 State Street Corporation 24.41M (4.18%) -40.21K
Decreased by -0.16%
Mar 31, 24
4 State Street Corp 24.37M (4.18%) -43.77K
Decreased by -0.18%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 17.09M (2.93%) 625.38K
Increased by +3.66%
Jun 30, 24
6 Bank of America Corp 16.98M (2.91%) -191.94K
Decreased by -1.13%
Jun 30, 24
7 Massachusetts Financial Services Company 14.45M (2.48%) -233.04K
Decreased by -1.61%
Jun 30, 24
8 JPMorgan Chase & Co 13.54M (2.32%) -7.84M
Decreased by -57.94%
Jun 30, 24
9 Geode Capital Management, LLC 12.74M (2.18%) 403.97K
Increased by +3.17%
Jun 30, 24
10 Wellington Management Company LLP 10.70M (1.83%) -6.32M
Decreased by -59.12%
Jun 30, 24
11 FMR Inc 10.35M (1.77%) -473.66K
Decreased by -4.58%
Jun 30, 24
12 Goldman Sachs Group Inc 9.10M (1.56%) 5.71M
Increased by +62.76%
Dec 31, 23
13 AllianceBernstein L.P. 8.39M (1.44%) -280.22K
Decreased by -3.34%
Jun 30, 24
14 HHG PLC 7.84M (1.34%) -912.63K
Decreased by -11.64%
Jun 30, 24
15 NORGES BANK 7.55M (1.29%) 780.89K
Increased by +10.34%
Jun 30, 24
16 Capital World Investors 6.79M (1.16%) -46.57K
Decreased by -0.69%
Jun 30, 24
17 T. Rowe Price Associates, Inc. 6.42M (1.10%) -229.18K
Decreased by -3.57%
Jun 30, 24
18 Viking Global Investors LP 5.86M (1.00%) 4.72M
Increased by +80.47%
Dec 31, 23
19 Brown Advisory Holdings Inc 5.75M (0.99%) 457.25K
Increased by +7.95%
Jun 30, 24
20 Northern Trust Corp 5.66M (0.97%) 96.49K
Increased by +1.71%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.55M (3.18%) 5.71K
Increased by +0.03%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 15.34M (2.63%) 19.53K
Increased by +0.13%
Sep 30, 24
3 MFS Large Cap Value Equity 9.46M (1.62%) -209.24K
Decreased by -2.21%
Sep 30, 24
4 MFS Value A 9.46M (1.62%) -67.76K
Decreased by -0.72%
Sep 30, 24
5 Fidelity 500 Index 7.20M (1.23%) -16.06K
Decreased by -0.22%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 7.13M (1.22%) 29.26K
Increased by +0.41%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 6.92M (1.19%) 15.66K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 6.82M (1.17%) 43.41K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 6.52M (1.12%) 10.03K
Increased by +0.15%
Oct 31, 24
10 American Funds Growth Fund of Amer A 6.45M (1.11%) 1.48M
Increased by +22.93%
Sep 30, 24
11 Capital Group Growth Fnd of Amer Comp 6.45M (1.11%) 1.48M
Increased by +22.93%
Sep 30, 24
12 Vanguard Wellington™ Inv 5.72M (0.98%) -620.37K
Decreased by -10.85%
Sep 30, 24
13 Vanguard Value Index Inv 4.95M (0.85%) 98.13K
Increased by +1.98%
Sep 30, 24
14 The Financial Select Sector SPDR® ETF 4.02M (0.69%) -29.54K
Decreased by -0.74%
Oct 31, 24
15 Financial Select Sector SPDR® ETF 3.95M (0.68%) -11.29K
Decreased by -0.29%
Apr 30, 24
16 Vanguard Institutional Index I 3.72M (0.64%) -35.77K
Decreased by -0.96%
Sep 30, 24
17 Fidelity Contrafund 3.09M (0.53%) 9.70K
Increased by +0.31%
Sep 30, 24
18 Fidelity® Contrafund® 2.93M (0.50%) 68.10K
Increased by +2.32%
Nov 30, 23
19 T. Rowe Price US Value Equity Composite 2.89M (0.50%) -360.98K
Decreased by -12.47%
Sep 30, 23
20 T. Rowe Price Value 2.89M (0.50%) -360.98K
Decreased by -12.47%
Sep 30, 23